In this lesson of our free QuickBooks Online training course, we’re going to cover how to customize the look and feel of your invoices. The custom format you design for your invoice can also be applied to your sales receipts and estimates, giving your company a consistent and professional look. We’re pleased to help you…
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How to Set Up Vendors in QuickBooks Online
In this lesson, we’re going to cover how to set up vendors in QuickBooks Online. We’ll teach you to add vendors manually and import vendor information from an Excel or comma-separated values (CSV) file to QuickBooks Online. We hope you enjoy this tutorial for QuickBooks Online, our best overall pick for small business accounting software….
Small Business Lawyer: When to Hire?
A knowledgeable lawyer helps your business solve problems. As a best practice, you should get advice or assistance from a lawyer if you have any hesitation around a legal matter. Being proactive, instead of reactive with legal matters can save a small business thousands of dollars. Expect to pay anywhere from $200 to $300 per…
One-Page Business Plan: The Step-By-Step Guide
Right now you likely have a business idea. Awesome! Now you need to think through that idea by getting your thoughts on paper. The One-Page Business Plan will walk you through each step of planning your business idea. Once you know your financial projections, you can finish the basics of this plan in less than…
How to Organize & Track Your Sales Leads in 7 Steps
Leads, customers, and prospects are critical stages within your business cycle. When you properly track leads, business results become more clear. In addition, properly tracked leads indicate how well a salesperson is doing their job and how to improve your sales process for better results. Leads should be organized by source, level of interest, and…
How to Blog on Facebook: Everything You Need to Know
While most bloggers use Facebook to support and promote their existing blogs, you can also blog directly on Facebook for free. If you want to learn how to blog on Facebook, it’s important to understand the benefits and limitations of blogging on this popular social platform. The Two Ways to Blog Directly on Facebook There…
How to Write a Blog Post in 4 Simple Steps [+Templates]
You don’t have to be a great writer to write an amazing blog post. Even better, you don’t have to sweat over your posts for hours either. You can start writing shareworthy blog posts quickly and easily using just four simple steps. Download Now 1. Establish Goals for Your Blog Post Before you start creating…
How to Lead With Clarity and Resilience During Disruptive Times
Unprecedented times call for unprecedented leadership. Without a doubt, society-at-large has very recently provided ample opportunity for, albeit important, disruption within today’s workplace. Some of these disruptions are global health in nature (COVID-19), others involve socio-economic and equality related unrest (with the understandable worldwide response to the taking of George Floyd’s life) and multiple economic…
How to Build a Great Sales Culture in 10 Steps
A great sales culture is one where the environment and overall attitude is positive, transparent, and results-driven. Sales leaders build an excellent culture by making sure goals align with the overall company mission and its revenue targets while also promoting a sense of open communication, collaboration, healthy competition, and fun. Below are 10 steps you…
Measuring CRM Success: A Beginner’s Guide
The success of any customer relationship management (CRM) software is based on whether it helps you to better serve your customers and meet your company’s goals. Now that you’ve chosen and implemented a CRM and trained your team on how to use it, it’s time to track and analyze the business results generated by your…
How to Set Up Customers in QuickBooks Online
In this QuickBooks Online Tutorial, we’ll explain how to set up customers in QuickBooks Online. We will show you how to add customers in QuickBooks manually and how to import customer data from an Excel or comma-separated values (CSV) file. We’re excited to help you learn QuickBooks Online, our best overall pick for small business…
How to Deal With Racism in the Workplace
As society attempts to grapple with George Floyd’s death, racism in the workplace continues to be an issue companies work to eradicate. What we know to a certainty is that racism in our workplaces will not go away “on its own.” And, often leaders within organizations don’t know how to approach the topic in an…